Tracking Chase Coleman's Tiger Global Portfolio - Q1 2025 Update

2025-06-04 18:16:19 ET

Summary

• Tiger Global's 13F portfolio value slightly increased to $26.59B, with Meta, Microsoft, Sea Limited, Alphabet, and Amazon comprising 44% of holdings.
• Key new positions include AppLovin, Zillow, and GE Vernova, while notable disposals were Qualcomm and Datadog; significant increases in Microsoft, Nvidia, and Taiwan Semi.
• Major stake reductions occurred in Apollo Global and Uber, while core positions in Meta, Sea Limited, Alphabet, and Take-Two Interactive were maintained.
• The portfolio reflects a tech-heavy, growth-oriented strategy, with active rebalancing and selective new bets supporting a cautiously optimistic outlook.

This article is part of a series that provides an ongoing analysis of the changes made to Chase Coleman’s Tiger Global Management 13F stock portfolio on a quarterly basis. It is based on Tiger Global’s regulatory 13F Form filed on 05/15/2025. Please visit our Tracking Chase Coleman’s Tiger Global Portfolio series to get an idea of their investment philosophy and our last update for the fund’s moves in Q4 2024....

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